Zocks automates meeting prep, takes detailed notes from virtual and in-person meetings, captures action items, and drafts client follow ups — all without recording client conversations. Plus seamless integration with your CRM keeps client records up to date, creates tasks, and initiates workflows.
Zocks doesn't just take meeting notes, it automates everything from meeting prep to follow ups, personalized communications, scheduling, and CRM updates — all without recording conversations.
Zocks reduces the time spent on administrative tasks, allowing advisors to spend more time building client relationships. Meeting prep, note taking, follow-ups, and CRM updates are all automated, saving significant time and effort.
"Zocks improves my efficiency with client follow-ups and meeting documentation. It saves me significant time."
Zocks prioritizes data security and privacy, ensuring all client conversations are confidential and compliance is maintained with proper and complete documentation.
"I was initially drawn to Zocks because of its commitment to data security. It saves time and delivers more value for our clients."
Designed specifically for financial advisors, Zocks frees you up to fully engage with your clients, while automatically capturing all the important details from virtual or in-person meetings.
The ability to seamlessly capture and organize client information allows us to focus on delivering personalized advice and strengthening client relationships.
Zocks captures and organizes structured meeting notes ensuring consistency across your clients and firm, and creates action items and follow up emails in your tone, style, and format.
"Zocks has me back to sending follow-up emails after each meeting. My notes are more thorough, and I’m not missing facts anymore."
Zocks builds comprehensive client profiles across conversations and time, which provides advisors valuable insights, helping them better serve their clients and identify opportunities across households.
“We can now devote our full attention to actively listening to our clients during meetings, understanding their needs and concerns more deeply.”
Unshakeable Client Relationships are built on trust, and Zocks sets the standard for privacy and security — it’s built into the platform from the ground up. Only Zocks can capture essential information without recording conversations while keeping your private meetings private.
Be fully present in every meeting without worrying about taking notes. Zocks captures all the important details so you can engage completely.
Get started with a 30 day free trial. You’ll have full access to the Zocks platform, with help from our team, to make sure you get the most out of your experience.